+25.9%
LUV vs WCN
-9.1%
+35.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.5% |
| 7D | -1.0% | -3.1% | +2.2% | -1.5% |
| 30D | -12.4% | -3.4% | -9.0% | -12.8% |
| 3M | -11.0% | +3.0% | -14.0% | -10.7% |
| 6M | -5.0% | -3.8% | -1.2% | -4.7% |
| YTD | -3.8% | -8.3% | +4.5% | -3.0% |
| 1Y | +25.9% | -9.7% | +35.7% | +30.3% |
| All | +25.9% | -9.1% | +35.1% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling